HubShots Episode 153: Our top 3 HubSpot Workflow tips
Welcome to Episode 153 of HubShots! Welcome to HubShots, APAC's number 1 HubSpot focussed podcast, where we discuss HubSpot tips and tricks, new...
3 min read
Welcome to Episode 149 of HubShots!
Welcome to HubShots, APAC's number 1 HubSpot focussed podcast, where we discuss HubSpot tips and tricks, new features, and strategies for growing your marketing results.
This episode we look at using global suppression lists in workflows, plus solve a gotcha when trying to integrate zoom with HubSpot. Plus we riff about Seth’s riff on the quarter-inch drill bit.
Listen to the episode here:
https://soundcloud.com/hubshots/149-hubspot-global-suppression-lists-and-connecting-zoom-gotchas
HubShots, the podcast for marketing managers who use HubSpot hosted by Ian Jacob from Search & Be Found and Craig Bailey from XEN Systems.
Subscribe to our YouTube channel here: https://www.youtube.com/channel/UCD3Uo4X-IxPJLE8ygPDQhNQ
Join the Facebook group here: https://www.facebook.com/groups/hubshots/
Follow us on Twitter here: https://twitter.com/hubshots
Follow us on Instagram here: https://www.instagram.com/hubshotspodcast/
Recorded: Thursday 07 February 2019 | Published: Tuesday 26 February 2019
Shot 1: Inbound Thought of the Week
Sharing to ‘the socials’
When did it change from ‘sharing on social’ to ‘sharing on the socials’?
Shot 2: HubSpot Marketing Feature of the Week
Adding a Global Suppression list to all Workflows
Step 1: Create a static list - name it something like ‘Global Suppression List (Static)’
Step 2: Create a smart list - that just pulls in everyone in the static Global Suppression List
Step 3: In all your main workflows, add the Smart list global suppression list in the Unenrollment and suppression settings:
If you ever want to pull someone immediately our of all workflows, simply add them into the static suppression list.
The benefit of having a smart list and a static list, is that in the smart list you can add other criteria on the fly and it will immediately take effect in all workflows.
Shoutout to Tara who implemented this little process - it’s part of our general portal setups now.
Shot 3: HubSpot Sales Feature of the Week
Using Zoom Meetings/Webinars
When connected any scheduled meeting from the HubSpot CRM or meetings tool becomes a Zoom meeting. Also brings Zoom webinars to workflows.
You no longer have to worry about setting meeting attendees up with a dial-in or conference solution, it just works with Zoom embedded into your meetings.
The integration also allows you to use HubSpot to register and communicate with users as part of Zoom hosted webinars. Webinar attendees are registered in HubSpot and you can easily email them and track campaign performance.
Shot 4: HubSpot Gotcha of the Week
Zoom integration gotcha:
Firstly not easy to find it!
You are taken to the directory - click on the integration and you’ll be promoted with this:
After clicking Connect to Zoom you may see this:
You need to pre-approve the app in the Zoom App Marketplace so you can connect it to HubSpot.
Go the zoom App Marketplace: https://marketplace.zoom.us/
Search for HubSpot, and then click on the link eg:
https://marketplace.zoom.us/apps/o8JuTnfNQ3mS5URt2qjp1Q
It is not clear in the error message but this is what you have to do! Turn on the Pre-Approve toggle. 
Final tip: if you are using a child account you will need to set this at the parent account level. Eg if you are part of a company account.
Bonus Gotcha: Ads add-on compatibility with Google Responsive ads
Responsive display ads are not showing in Ads however totals are so it does add up!
Shot 5: Marketing Tip of the Week
MOVE TO 151: Messaging from the Google MyBusiness App
HubSpot Nurturing
Blog Author review and cleanup
Shot 6: Insight of the Week
See our Shot 9: Quote of the Week.
Shot 7: Retirement of the Week
Moving from 2 pane to 3 pane CRM record view.
Retire that 2 pane view asap we say!
The new CRM view with 3 panes is so much better!
Shot 8: Resource of the Week
Links are still a really important ranking factor:
https://www.stonetemple.com/link-as-a-ranking-factor/
Shot 9: Quote of the Week
“People don’t want to buy a quarter-inch drill bit. They want to feel safe and respected” - Seth Godin from This is Marketing p21
Key takeaway: Think harder about what your marketing messaging needs to tap into
Shot 10: Bonus Links of the Week
Zendesk Alternative
http://zendeskalternative.com/
Zendesk created a fake band call ‘Zendesk Alternative’ to rank for when people searched for that term.
via
https://twitter.com/viperchill/status/1089381032640446465?s=12
Please rate and leave us some feedback as this helps us improve and reach more marketers.